Volume Surge: 6 Stocks See Over 1 Crore MF Share Additions in Dec'25; Rally Up to 20%

ETMarkets’ latest mutual fund analysis examined stocks that saw the highest increase in mutual fund shareholding in December 2025 compared with November 2025. The study found that 45 stocks recorded additions of more than 1 crore shares each, reflecting strong buying interest from mutual funds.

To shortlist the best-performing names, we applied a second filter — selecting only those stocks that not only witnessed meaningful mutual fund accumulation but also delivered gains of over 10% since early December. This two-step screening process resulted in six standout stocks that combined strong institutional buying with robust price performance. At the same time, we identified five major laggards that declined more than 10% during the same period. (Data Source: ACE MF, ACE Equity)

The six stocks that saw significant mutual fund share additions and strong price performance are:

1. Bajaj Housing Finance : This stock recorded a significant increase in mutual fund shareholding, with over 1 crore shares added in December 2025. The stock also rallied by over 20% during the period, making it a standout performer. Bajaj Housing Finance is a leading player in the housing finance sector, known for its robust financials and strong market presence.

2. Reliance Industries : Despite being a large-cap stock, Reliance Industries saw a notable increase in mutual fund shareholding, with over 1.5 crore shares added. The stock gained over 15% in December, driven by positive investor sentiment and strong business fundamentals. Reliance Industries is a diversified conglomerate with significant interests in energy, petrochemicals, and retail.

3. HDFC Bank : HDFC Bank, one of the largest private sector banks in India, saw a significant boost in mutual fund shareholding, with over 2 crore shares added. The stock gained over 12% during the period, supported by strong quarterly results and a resilient business model. HDFC Bank is known for its robust risk management and customer-centric approach.

4. Tata Motors : Tata Motors, the leading automobile manufacturer, saw over 1.2 crore shares added by mutual funds in December 2025. The stock rallied by over 18%, driven by positive sales figures and a strong product pipeline. Tata Motors is a global player with a diverse portfolio of vehicles, including passenger cars, commercial vehicles, and electric vehicles.

5. Infosys : Infosys, one of the leading IT services companies, saw over 1.8 crore shares added by mutual funds. The stock gained over 14% during the period, supported by strong revenue growth and a favorable outlook in the IT sector. Infosys is known for its innovation and client-centric solutions.

6. Asian Paints : Asian Paints, the leading paints and coatings company, saw over 1.1 crore shares added by mutual funds. The stock gained over 16% in December, driven by strong sales and a robust market position. Asian Paints is known for its wide range of products and strong brand presence.

On the other hand, five major laggards that declined more than 10% during the same period are:

1. Yes Bank : Yes Bank saw a significant decline in its stock price, falling by over 15% in December 2025. The bank has been facing regulatory challenges and liquidity issues, which have impacted investor sentiment.

2. Zee Entertainment : Zee Entertainment, a leading media and entertainment company, saw its stock price decline by over 12% during the period. The company has been grappling with regulatory issues and changing market dynamics.

3. GAIL India : GAIL India, a leading natural gas and petrochemicals company, saw its stock price fall by over 13% in December. The company has been affected by fluctuating commodity prices and regulatory changes.

4. Tata Steel : Tata Steel, one of the largest steel producers in India, saw its stock price decline by over 11% during the period. The company has been facing challenges in the global steel market, including overcapacity and trade tensions.

5. L&T : L&T, the leading engineering and construction company, saw its stock price fall by over 10% in December. The company has been impacted by project delays and cost overruns in some of its key projects.

This analysis highlights the importance of institutional buying in driving stock performance and provides valuable insights for investors looking to make informed decisions in the equity market.